Total Wealth Coaching

Total Wealth Coaching aims to empower individuals to live a financial stress-free life by offering guidance that combines mindset transformation with practical financial management skills. The organization distinguishes itself by addressing not only financial planning but also incorporating aspects of prosperity mindset, breaking traditional financial stress cycles, and utilizing innovative frameworks like MAPS to help clients achieve true abundance. They offer unique programs such as the 'Double Your Money' Investing BootCamp and provide resources like mini-ebooks for financial transformation.

1 to 10

More than a week

Less than one day

Less than a week

One day

Bespoke, as required

Specific scheduled dates

Specific dates on a repeating basis

Some tailoring

Virtual - On-demand learning

Hybrid / blended

Virtual Instructor-Led Training (VILT)

In Person

Up to 30

Intern

Executive

Junior

Analyst

Associate

Director

Partner

Manager

Non Financial Manager

Graduate

Board level - C-suite

USA (West Coast)

USA (East Coast)

USA (Other)

Asia

Europe

Australasia

India

Canada

Total Wealth Coaching default trainer

Corporate Governance

SWOT Analysis

Initial Public Offerings (IPOs)

Synergy Analysis

Business Strategy

Leadership Styles

Options

Credit Derivatives

Swaps

Risk Management

Liquidity

Merger modeling

Sectoral research

Hedge Funds

Structured Finance

Derivatives

ECM (Equity Capital Markets)

Leverage

Risk Assessment and Mitigation

Sensitivity analysis

Adapting Communication Styles

Banking

Bank credit analysis

Analytical Thinking

Confident Presenting

Creative Problem Solving

Cross Cultural Communication

Corporate finance

Corporate Finance Advisory

Conflict Resolution for Management

Bonds (Fixed Income)

Credit Default Swaps

Capital markets and securities issuance

Capital markets

Capital Structure Analysis

Change Management

Coaching and Mentoring

Competitive Analysis for Management

Securities and derivatives trading

Secondary Market and Block trades

Securitisation

Valuation Techniques

Valuation

Underwriting

Strategic Planning

Storytelling for Professionals

Stocks

Trade settlement

Three statement modelling

Team Building and Collaboration

DCF (Discounted Cash Flow) modeling

Debt Underwriting

Risk

DCM (Debt Capital Markets)

Debt and Equity Capital Markets

Structuring

Shares

Mergers and Acquisitions

Mergers

Operational Risk

Public Speaking

Problem Identification

Private Equity

Non bank Financial Institutions

Emotional Intelligence

Precedent Transaction Analysis

Negotiation Skills

Emotional Intelligence in Communication

LBO (Leveraged Buyout) modeling

M&A analysis and execution

International finance

Equity

Introduction to Financial Services

Macroeconomic analysis

Meeting Facilitation

Ethical Decision Making

Investment

Investment Banking

Decision Making and Problem Solving

Feedback and Constructive Criticism

Financial Modelling

Interest rate risk management

Front, middle and back office

General Communication and Professional Development

Islamic Banking and Finance

Structured products

Economics

General Finance

Market Risk

Decision Analysis

Discounting

Leveraged Finance

Inflation modelling

Interest Rate Swaps

Discounted cash flow

Interest Rate Derivatives